Fort Sheridan Advisors’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $677K | Hold |
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|
2025
Q2 | $555K | Hold |
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|
2025
Q1 | $471K | Hold |
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|
2024
Q4 | $545K | Hold |
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|
2024
Q3 | $465K | Buy |
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|
2024
Q2 | $424K | Hold |
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|
2024
Q1 | $495K | Buy |
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|
2023
Q4 | $387K | Hold |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $323K | Hold |
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|
2023
Q1 | $314K | Sell |
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|
2022
Q4 | $322K | Buy |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $366K | Buy |
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|
2021
Q4 | $357K | Hold |
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|
2021
Q3 | $307K | Buy |
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|
2021
Q2 | $288K | Hold |
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|
2021
Q1 | $228K | Buy |
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